Job Title

Our Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team.Specific job responsibilitiesProvide a variety of functioning services and proactive follow-through to clients and the Wealth Management Team, including preparation of new account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions), preparation of alternative investment paperwork including processing fundings andor periodic capital calls, custodian communication regarding tax document distributions, etc.Timely respond and resolve client requestsinquires.Monitor new accounts set-up, closing accounts, and transfers; troubleshoot issues with Custodians and keep all parties apprised of status through recurring updates.Meet regularly with Advisor Teams to prioritize workload, provide timely updates on client service tasks, and escalate potential issues.Add and maintain accurate client information in our CRMParticipate in team meetings and firm initiativesprojects to streamline firm policies and procedures and to evolve the client experience.Preferred Skills & ExperienceBachelor's Degree with a minimum of 4+ years of client service experience within an RIA firm or 5+ years of relevant work experience.Familiarity with brokerage or registered investment advisory firm operations, preferably with prior RIA end-client exposure.Must be detail-oriented, possess strong organizational skills, and work well under pressured time constraints while meeting strict deadlines.